Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Accenture plc reported solid financial results for its second quarter of fiscal 2026, demonstrating broad-based revenue growth and record bookings amid ongoing investments in AI and strategic acquisitions.</li><li>The company recorded revenues of $18 billion, representing a 4% growth in local currency and 8% in U.S. dollars, with consulting revenue increasing 3% locally and managed services growing 5%.</li><li>New bookings hit a quarterly record of $22.1 billion, reflecting a 1% increase in local currency.</li></ul>

Accenture plc reported solid financial results for its second quarter of fiscal 2026, demonstrating broad-based revenue growth and record bookings amid ongoing investments in AI and strategic acquisitions.The company recorded revenues of $18 billion, representing a 4% growth in local currency and 8% in U.S. dollars, with consulting revenue increasing 3% locally and managed services growing 5%.New bookings hit a quarterly record of $22.1 billion, reflecting a 1% increase in local currency.

AI Is No Longer Optional—How It Is Redefining Accenture's Market & Client Spend!

<ul><li>Accenture has taken another decisive step in expanding its infrastructure and capital projects capabilities with its agreement to acquire Brazil-based Verum Partners, a specialized infrastructure and capital projects management firm.</li><li>The move comes at a time when Accenture is intensifying its focus on AI-enabled enterprise reinvention, scaling partnerships with OpenAI and other ecosystem leaders, and investing aggressively in data center engineering and capital-intensive infrastructure assets.</li><li>Verum, founded in 2017 and headquartered in Belo Horizonte, brings more than 180 professionals with hands-on field execution expertise across mining, energy, logistics, transportation, chemicals, and metals.</li></ul>

Accenture has taken another decisive step in expanding its infrastructure and capital projects capabilities with its agreement to acquire Brazil-based Verum Partners, a specialized infrastructure and capital projects management firm.The move comes at a time when Accenture is intensifying its focus on AI-enabled enterprise reinvention, scaling partnerships with OpenAI and other ecosystem leaders, and investing aggressively in data center engineering and capital-intensive infrastructure assets.Verum, founded in 2017 and headquartered in Belo Horizonte, brings more than 180 professionals with hands-on field execution expertise across mining, energy, logistics, transportation, chemicals, and metals.

Accenture’s Infrastructure Ambitions Just Got Bigger: What The Verum Acquisition Really Means!

<ul><li>Accenture is doubling down on artificial intelligence as it pivots to become a dominant player in enterprise AI transformation.</li><li>The latest signal of this ambition is its agreement to acquire Faculty, a UK-based AI startup known for its deep ties with the UK government and its proprietary data synthesis platform, Frontier.</li><li>The deal would bring in roughly 400 employees from Faculty, including CEO Marc Warner, who is set to become Accenture’s Chief Technology Officer.</li></ul>

Accenture is doubling down on artificial intelligence as it pivots to become a dominant player in enterprise AI transformation.The latest signal of this ambition is its agreement to acquire Faculty, a UK-based AI startup known for its deep ties with the UK government and its proprietary data synthesis platform, Frontier.The deal would bring in roughly 400 employees from Faculty, including CEO Marc Warner, who is set to become Accenture’s Chief Technology Officer.

Accenture Is Betting Big on AI—Here’s What Its Faculty Acquisition Really Means!

<ul><li>Accenture closed calendar 2025 with a steady operational cadence, strong AI-led bookings momentum, and a continued emphasis on bolt-on acquisitions aligned with client demand.</li><li>Against this backdrop, the company announced an agreement to acquire Cabel Industry, a niche Italian technology provider focused on core banking platforms and IT managed services for mid-sized financial institutions.</li><li>The transaction, Accenture’s eighth strategic investment in Italy since 2023, fits squarely within its broader effort to deepen vertical expertise while embedding advanced technology into mission-critical systems.</li></ul>

Accenture closed calendar 2025 with a steady operational cadence, strong AI-led bookings momentum, and a continued emphasis on bolt-on acquisitions aligned with client demand.Against this backdrop, the company announced an agreement to acquire Cabel Industry, a niche Italian technology provider focused on core banking platforms and IT managed services for mid-sized financial institutions.The transaction, Accenture’s eighth strategic investment in Italy since 2023, fits squarely within its broader effort to deepen vertical expertise while embedding advanced technology into mission-critical systems.

Accenture’s Italian Acquisition Highlights A High-Stakes Shift In Its Banking Playbook!

<ul><li>Accenture's recent earnings call for the first fiscal quarter of 2026 highlights a mix of growth opportunities and challenges.</li><li>The company reported revenues of $18.7 billion, representing a 5% increase in local currency, which aligns with the top of its guided range.</li><li>This growth was broad-based across geographic markets and types of work, with consulting revenues at $9.4 billion and managed services revenues at $9.3 billion.</li></ul>

Accenture's recent earnings call for the first fiscal quarter of 2026 highlights a mix of growth opportunities and challenges.The company reported revenues of $18.7 billion, representing a 5% increase in local currency, which aligns with the top of its guided range.This growth was broad-based across geographic markets and types of work, with consulting revenues at $9.4 billion and managed services revenues at $9.3 billion.

Accenture’s FY2026 Growth Outlook Is 2% to 5% — The Key Drivers That Could Decide Whether It Beats Expectations!

Ireland

Accenture PLC provides management and technology consulting services and solutions.  The Company delivers a range of specialized capabilities and solutions to clients across all industries on a worldwide basis.  Accenture's network of businesses provides consulting, technology, outsourcing, and alliances.

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Accenture Plc Cl A (ACN US)

AI Is No Longer Optional—How It Is Redefining Accenture's Market & Client Spend!

Accenture plc reported solid financial results for its second quarter of fiscal 2026, demonstrating broad-based revenue growth and record bookings...

Baptista Research

Accenture’s Infrastructure Ambitions Just Got Bigger: What The Verum Acquisition Really Means!

Accenture has taken another decisive step in expanding its infrastructure and capital projects capabilities with its agreement to acquire...

Baptista Research

Accenture Is Betting Big on AI—Here’s What Its Faculty Acquisition Really Means!

Accenture is doubling down on artificial intelligence as it pivots to become a dominant player in enterprise AI transformation. The latest signal...

Baptista Research

Accenture’s Italian Acquisition Highlights A High-Stakes Shift In Its Banking Playbook!

Accenture closed calendar 2025 with a steady operational cadence, strong AI-led bookings momentum, and a continued emphasis on bolt-on...

Baptista Research

Accenture’s FY2026 Growth Outlook Is 2% to 5% — The Key Drivers That Could Decide Whether It Beats Expectations!

Accenture's recent earnings call for the first fiscal quarter of 2026 highlights a mix of growth opportunities and challenges. The company...

Baptista Research

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